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James Smith, Cfp® Email & Phone Number

Financial Advisor at Aspen Capital Management at Aspen Capital Management
Location: Boise Metropolitan Area, United States 8 work roles 3 schools
1 work email found @aspencapitalmgmt.com 2 phones found area 208 and 760 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@aspencapitalmgmt.com
Direct phone (208) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Aspen Capital Management
Role
Financial Advisor at Aspen Capital Management
Location
Boise Metropolitan Area, United States
Company size
9 employees

Who is James Smith, Cfp®? Overview

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Quick answer

James Smith, Cfp® is listed as Financial Advisor at Aspen Capital Management at Aspen Capital Management, a with 9 employees, based in Boise Metropolitan Area, United States. AeroLeads shows a work email signal at aspencapitalmgmt.com, phone signal with area code 208, 760, and a matched LinkedIn profile for James Smith, Cfp®.

James Smith, Cfp® previously worked as Financial Advisor at Aspen Capital Management and Financial Planning Associate at Level Financial Advisors, Inc.. James Smith, Cfp® holds Bachelor Of Arts - Ba, Finance from Utah State University - Jon M. Huntsman School Of Business.

Company email context

Email format at Aspen Capital Management

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{first}@aspencapitalmgmt.com
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AeroLeads found 1 current-domain work email signal for James Smith, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About James Smith, Cfp®

Fee-Only Financial Advisor at Aspen Capital Management

Listed skills include Leadership, Interpersonal Skills, Microsoft Excel, Personal Finance, and 8 others.

Current workplace

James Smith, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Aspen Capital Management
Aspen Capital Management
Financial Advisor at Aspen Capital Management
boise, idaho, united states
Website
aspencapitalmgmt.com
Employees
9
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Company profile
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8 roles

James Smith, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Planning Associate

Level Financial Advisors, Inc.

Amherst, New York, United States

Assist the firm’s lead financial advisors by communicating with clients, updating plan information in MoneyGuidePro, qualifying new prospects, and performing other ad-hoc tasks Propose all trades to advisors for over 300 client households and execute them in Eclipse (Orion). Use a disciplined approach to manage cashflows, periodically rebalance portfolios, ensure tax location optimization, and look for tax loss harvesting opportunities.Engage in 5-10 client meetings each month with the lead advisor to take detailed notes, create relevant action items, update Junxure CRM, and provide support when necessary

Jun 2020 - Apr 2021

University Tutor For Finance

Utah State University

Logan, Utah

Tutored nontraditional and first-generation college students in finance courses to help ensure their prompt graduation and future success

Sep 2018 - May 2019

Paraplanner

Family First Financial Planning

Stuart, Florida

Onboarded new clients and updated existing client information on Wealthbox CRM; reformatted existing clients to include all necessary information for auditing purposes and include household groupingUtilized MoneyGuidePro to input client information, conduct preliminary analysis for retirement planning, and became proficient using what-if analysisParticipated in 90% of all client planner interactions over Summer 2019 including GAM’s, recommendation presentations, and follow-up meetingsConducted market research regarding new technologies that the company could incorporate to further leverage technology to streamline compliance, ensure secure file sharing, and monitor data security

Sep 2018 - Aug 2019

Personal Sales Consultant

Ek Usa Inc

Nibley, Utah

Organized and negotiated sale of personal items, whose values ranged from $50 to $275,000, for an ultra-HNWIResearched products and seller platforms to appropriately value and advertise unique items to both local and national buyers

Apr 2018 - Jan 2019

Billable Bills Audit Specialist

Conservice The Utility Experts®

Logan, Utah

Ensured reliable billing information for customers with a 99.7% accuracy ratePerformed in top 2 employees of a team of 20 through effective time management and surpassed the “standard of excellence” by 30%

Dec 2017 - Mar 2018

Market Research Intern

Myelin Advisors Management Consulting
May 2017 - Aug 2017
Team & coworkers

Colleagues at Aspen Capital Management

Other employees you can reach at aspencapitalmgmt.com. View company contacts for 9 employees →

MB Maranda Barnhart Maranda Barnhart Colleague at Aspen Capital ManagementMeridian, Idaho, United States View → KT Katie Truscott Dow Katie Truscott Dow Colleague at Aspen Capital ManagementBoise, Idaho, United States View → BS Brynn S. Brynn S. Colleague at Aspen Capital ManagementBoise, Idaho, United States View → TH Trevor Hotmer Trevor Hotmer Colleague at Aspen Capital ManagementUnited States View → LT Lavea Thomas, Cfp®, Caia Lavea Thomas, Cfp®, Caia Colleague at Aspen Capital ManagementBoise Metropolitan Area, United States View → NB Nate Burman Nate Burman Colleague at Aspen Capital ManagementBoise, Idaho, United States View →
3 education records

James Smith, Cfp® education

Education record

Bonneville High School
FAQ

Frequently asked questions about James Smith, Cfp®

Quick answers generated from the profile data available on this page.

What company does James Smith, Cfp® work for?

James Smith, Cfp® works for Aspen Capital Management.

What is James Smith, Cfp®'s role at Aspen Capital Management?

James Smith, Cfp® is listed as Financial Advisor at Aspen Capital Management at Aspen Capital Management.

What is James Smith, Cfp®'s email address?

AeroLeads has found 1 work email signal at @aspencapitalmgmt.com for James Smith, Cfp® at Aspen Capital Management.

What is James Smith, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 208, 760 for James Smith, Cfp® at Aspen Capital Management.

Where is James Smith, Cfp® based?

James Smith, Cfp® is based in Boise Metropolitan Area, United States while working with Aspen Capital Management.

What companies has James Smith, Cfp® worked for?

James Smith, Cfp® has worked for Aspen Capital Management, Level Financial Advisors, Inc., Utah State University, Family First Financial Planning, and Ek Usa Inc.

Who are James Smith, Cfp®'s colleagues at Aspen Capital Management?

James Smith, Cfp®'s colleagues at Aspen Capital Management include Maranda Barnhart, Katie Truscott Dow, Brynn S., Trevor Hotmer, and Lavea Thomas, Cfp®, Caia.

How can I contact James Smith, Cfp®?

You can use AeroLeads to view verified contact signals for James Smith, Cfp® at Aspen Capital Management, including work email, phone, and LinkedIn data when available.

What schools did James Smith, Cfp® attend?

James Smith, Cfp® holds Bachelor Of Arts - Ba, Finance from Utah State University - Jon M. Huntsman School Of Business.

What skills is James Smith, Cfp® known for?

James Smith, Cfp® is listed with skills including Leadership, Interpersonal Skills, Microsoft Excel, Personal Finance, Spanish, Project Management, Team Leadership, and Management.

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